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The Modern Money Reset: A Financial Literacy Month Experience™

Designed for the individual in relationships who would benefit from a refresher or introduction to the most important financial literacy concepts for everyday folks. Replace financial stress and household labor with clear systems, confident communication, and shared ownership at home.


Created by a Certified Financial Therapist™, Accredited Financial Counselor®, and Fair Play Facilitator®, this is one of the only programs that integrates in one structured experience:


✔ Personal finance fundamentals

✔ Emotional patterns around money

✔ Communication systems



Click here for registration details.



What You’ll Gain


By the end of this program, you will:


✔ Understand how to build credit

✔ Create a realistic debt recovery plan

✔ Learn investing and saving fundamentals

✔ Considerations for life and disability insurance

✔ Have calmer, clearer money conversations


This is not generic financial advice. This is implementation.


How It Works

4-Week Live Group Training (Recorded for Replay)


4 30-minute Lunch and Learn sessions covering:


Week 1 — Credit Building & Debt Recovery

Week 2 — Investing & Saving Fundamentals

Week 3 — Life and Disability Insurance

Week 4 — How to Have Healthy Conversations about Money


All sessions are recorded and distributed after each class.



Click here for registration details.



Full Access to the $400 Toolkit


The Marriage Toolkit is a comprehensive relationship resource designed to help couples start, strengthen, or rebuild their marriage by equipping them with evidence-based tools and insights from over 40 national experts on managing money and home life as a team.


It covers 6 major topic areas—including money conversations, health and happiness, chores, credit and debt, retirement and insurance, and family and career planning—with 60+ subtopics and bonus resources like short videos, conversation prompts, graphics, and practical guides that support real-world teamwork in marriage.


Package Options


Apply everything directly to your situation with personalized guidance. 


The Fundamentals Package — $97

($47 for newsletter subscribers)


✔ 4-Week Group Training (30 minute Lunch and Learns)

✔ Full Access to the $400 Marriage Toolkit


The Essentials Package — $197


✔ 4-Week Group Training (30 minute Lunch and Learns)

✔ Full Access to the $400 Marriage Toolkit

✔ 1 Private 55-Minute Session


Payment for this package is done separately.


The Intensive Package — $497


✔ 4-Week Group Training (30 minute Lunch and Learns)

✔ Full Access to the $400 Marriage Toolkit

✔ 3 Private 55-Minute Sessions


Payment for this package is done separately.



Click here for registration details.



My Personal Finance Educator Experience


National Educator Recipient, Milken Foundation, and Ohio Department of Education

Working Group Member of President Obama’s Advisory Council on Financial Capability

Former National Teacher Advisory Chair, Council for Economic Education

Consumer Financial Protection Bureau Office of Financial Education, Visiting Scholar

Next Gen Personal Finance, Senior Level Position (Education and Government Affairs)

University of Pennsylvania Wharton School KWHS program, Education Consultant

George Washington University GFLEC, Education Consultant


Registration Details


Registering is as easy as 1,2,3.


Step 1: Click here to purchase your package.


Step 2: Click here to complete the short registration form.


Step 3: Accept the calendar invitation.

You'll receive a calendar invite 24 hours after registration. You'll also receive the link to the $400 Modern Husbands Marriage Toolkit, which you receive as a bonus gift.


The Modern Money Reset: A Financial Literacy Month Experience™

 
 

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